CUSIP 46138J817BULSHS 2025 HYBSJPQ3 2025
1 filings · latest Feb 16, 2021
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 16, 2021 | Integrated Wealth Concepts LLC | 13G | 5.0% | 276.3K | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 2.13M | $49.05M |
| 2 | Cetera Investment Advisers | 979.8K | $22.59M |
| 3 | Morgan Stanley | 966.5K | $22.29M |
| 4 | Mirador Capital Partners LP | 750.4K | $17.30M |
| 5 | Envestnet Asset Management Inc | 582.7K | $13.44M |
| 6 | United Capital Financial Advisors, LLC | 538.4K | $12.42M |
| 7 | Advisory Alpha, LLC | 512.5K | $11.82M |
| 8 | Wells Fargo & Company/Mn | 473.0K | $10.91M |
| 9 |
| Aa Financial Advisors, LLC |
| 445.0K |
| $10.26M |
| 10 | Ashton Thomas Private Wealth, LLC | 368.3K | $8.49M |